Iron Mountain
1,043 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 393 increasing their positions, 357 reducing their positions, and 62 closing their positions.
92% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 62
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
21% more capital invested
Capital invested by funds: $21.1B → $25.5B (+$4.43B)
10% more repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 357
5% more funds holding
Funds holding: 994 → 1,043 (+49)
0.76% more ownership
Funds ownership: 83.58% → 84.34% (+0.76%)
43% less call options, than puts
Call options by funds: $102M | Put options by funds: $179M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$158M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$146M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$136M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 5 |
CAM
Contour Asset Management
New York
|
+$85.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$372M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$105M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$100M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$64.9M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$33.8M |
IRM Hedge Fund Activity: Q2 2025 in Review
1,043 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2025, worth a combined $25.5B — up 21% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new IRM positions and 62 closed out — a net gain of 57 holders — while 393 added to existing stakes and 357 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $158M. The largest seller was BlackRock, cutting an estimated $372M.
- 1,043 institutional investors held Iron Mountain (IRM) as of Q2 2025, up from 994 in Q1 2025.
- Funds reported $25.5B of Iron Mountain stock for Q2 2025, up 21% quarter-over-quarter.
- 119 funds opened new Iron Mountain positions in Q2 2025 and 62 closed out, a net change of +57 holders.
- The largest Iron Mountain buyer in Q2 2025 was Principal Financial Group, an estimated $158M added.
- The largest Iron Mountain seller in Q2 2025 was BlackRock, an estimated $372M sold.
Based on aggregated 13F filings for Q2 2025.